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BerganKDV Wealth Management’s WIX.com WIX Stock Holding History

BerganKDV Wealth Management’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$392 Sell
5
-3
-38% -$247 ﹤0.01% 832
2023
Q1 		$799 Hold
8
– – ﹤0.01% 930
2022
Q4 		$615 Buy
8
+5
+167% +$404 ﹤0.01% 934
2022
Q3 		$0 Buy
+3
New +$207 ﹤0.01% 1078
2022
Q2 		– Sell
-6
Closed -$1K – 1078
2022
Q1 		$1K Buy
+6
New +$655 ﹤0.01% 972

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BerganKDV Wealth Management's WIX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its WIX.com (WIX) stake by 38% in Q2 2023, selling an estimated $247 and leaving 5 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #832.

BerganKDV Wealth Management first reported a position in WIX in Q1 2022 and has held it in 5 quarters since. The position peaked at $1K in Q1 2022. 338 funds tracked by Wall St. Rank hold WIX as of Q2 2023.

  • BerganKDV Wealth Management held 5 shares of WIX.com worth $392 as of Q2 2023.
  • BerganKDV Wealth Management sold 3 WIX.com shares in Q2 2023, an estimated $247.
  • WIX.com made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #832 holding.
  • BerganKDV Wealth Management first reported a position in WIX.com in Q1 2022 and has held it in 5 quarters since.
  • BerganKDV Wealth Management's WIX.com position peaked at $1K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held WIX.com as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.